Latest Institutional Transactions on Heritage Commerce Corp (HTBK)
This table provides information on the latest institutional transactions involving Heritage Commerce Corp (HTBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.72K+ 9.16% |
$15.9K - $18.4K
|
20.5K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.4K+ 125.43% |
$235K - $272K
|
45.7K
$484K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 51.06% |
$222 - $257
|
71
$751
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
45.4K+ 231.07% |
$419K - $485K
|
65K
$687K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
351+ 12.71% |
$3.25K - $3.75K
|
3.11K
$32.9K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59- 0.08% |
$487 - $586
|
74.6K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.53M+ 1619.04% |
$12.6M - $15.2M
|
1.62M
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-24.1K- 48.29% |
$199K - $240K
|
25.8K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
24.7KNew |
$204K - $245K
|
24.7K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-827- 2.66% |
$6.82K - $8.21K
|
30.3K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-20.1K- 0.85% |
$166K - $200K
|
2.34M
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
33.6KNew |
$277K - $334K
|
33.6K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
307New |
$2.53K - $3.05K
|
307
$3.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-710- 5.41% |
$5.86K - $7.05K
|
12.4K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
961+ 5.29% |
$7.93K - $9.54K
|
19.1K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
73KNew |
$602K - $725K
|
73K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23New |
$190 - $228
|
23
$243
|
|
|
Aug 13, 2025
Q2 2025
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-48K- 28.31% |
$396K - $477K
|
122K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.4KNew |
$94.4K - $114K
|
11.4K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.07K+ 18.31% |
$25.3K - $30.5K
|
19.8K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.55K- 3.64% |
$21.1K - $25.4K
|
67.7K
$716K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.01K- 26.97% |
$74.3K - $89.4K
|
24.4K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 10.81% |
$396 - $477
|
396
$4.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
2.1K+ 3.65% |
$17.3K - $20.9K
|
59.6K
$631K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.6K- 26.28% |
$29.7K - $35.7K
|
10.1K
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.76% |
$13.1K - $15.8K
|
91.8K
$971K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-776- 13.45% |
$6.4K - $7.71K
|
5K
$52.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-729- 22.14% |
$6.01K - $7.24K
|
2.56K
$27.1K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.7K- 14.53% |
$23.6K - $29K
|
15.9K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-139- 4.41% |
$1.22K - $1.49K
|
3.01K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.21K+ 23.33% |
$45.6K - $56K
|
27.5K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$210 - $258
|
24
$254
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-416- 0.3% |
$3.64K - $4.47K
|
139K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58K+ 24.92% |
$22.6K - $27.7K
|
12.9K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
15.3K+ 50.14% |
$134K - $164K
|
45.8K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
12.5KNew |
$109K - $134K
|
12.5K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
44.3KNew |
$387K - $476K
|
44.3K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
10.8KNew |
$94.5K - $116K
|
10.8K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32.9KNew |
$288K - $354K
|
32.9K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
58.3KNew |
$510K - $626K
|
58.3K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-95.5K- 70.46% |
$836K - $1.03M
|
40K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.2KNew |
$89.4K - $110K
|
10.2K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-531- 4.23% |
$4.65K - $5.71K
|
12K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
24.4KNew |
$214K - $262K
|
24.4K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
13.2KNew |
$116K - $142K
|
13.2K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-460K- 77.23% |
$4.02M - $4.94M
|
136K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533New |
$4.66K - $5.73K
|
533
$5.64K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.07KNew |
$9.34K - $11.5K
|
1.07K
$11.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 11.62% |
$31.6K - $38.8K
|
27.5K
$291K
|
|